Wick Capital Partners LLC Acquires 166,505 Shares of JPMorgan Hedged Equity Laddered Overlay ETF $HELO

Wick Capital Partners LLC increased its holdings in shares of JPMorgan Hedged Equity Laddered Overlay ETF (NYSEARCA:HELO) by 2,258.3% during the 4th quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 173,878 shares of the company’s stock after buying an additional 166,505 shares during the period. JPMorgan Hedged Equity Laddered Overlay ETF comprises approximately 2.1% of Wick Capital Partners LLC’s portfolio, making the stock its 11th largest position. Wick Capital Partners LLC’s holdings in JPMorgan Hedged Equity Laddered Overlay ETF were worth $11,551,000 at the end of the most recent quarter.

A number of other institutional investors have also recently added to or reduced their stakes in the business. Arwa LLC bought a new stake in JPMorgan Hedged Equity Laddered Overlay ETF during the 4th quarter worth approximately $677,000. Compass Financial Services Inc raised its stake in shares of JPMorgan Hedged Equity Laddered Overlay ETF by 5.1% during the fourth quarter. Compass Financial Services Inc now owns 32,097 shares of the company’s stock valued at $2,132,000 after acquiring an additional 1,564 shares during the last quarter. Larch Capital Partners LLC bought a new position in shares of JPMorgan Hedged Equity Laddered Overlay ETF during the fourth quarter valued at $2,756,000. McLaughlin Asset Management Inc. bought a new position in shares of JPMorgan Hedged Equity Laddered Overlay ETF during the fourth quarter valued at $1,657,000. Finally, Birchwood Financial Partners Inc. acquired a new position in shares of JPMorgan Hedged Equity Laddered Overlay ETF during the fourth quarter worth $613,000.

JPMorgan Hedged Equity Laddered Overlay ETF Price Performance

Shares of JPMorgan Hedged Equity Laddered Overlay ETF stock opened at $67.92 on Friday. JPMorgan Hedged Equity Laddered Overlay ETF has a twelve month low of $61.77 and a twelve month high of $68.28. The stock has a market cap of $4.04 billion, a price-to-earnings ratio of 25.99 and a beta of 0.57. The company’s fifty day moving average is $67.43 and its 200 day moving average is $66.60.

JPMorgan Hedged Equity Laddered Overlay ETF Profile

The JPMorgan Hedged Equity Laddered Overlay ETF JPMorgan Hedged Equity Laddered Overlay ETF (HELO) is an exchange-traded fund that mostly invests in large cap equity. The fund actively manages a large-cap US equity portfolio with a laddered options overlay that seeks to provide downside protection, while foregoing some upside potential. The fund aims for enhanced risk-adjusted return over a full market cycle with lower volatility than traditional equity strategies HELO was launched on Sep 28, 2023 and is issued by JPMorgan Chase.